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DFSTX vs NSMVX
DFSTX vs NSMVX Comparison
Open Charts DFSTX vs NSMVX
North Star Micro Cap I
Price$41.85
Change+$0.14 (+0.34%)
VolumeN/A
Net Assets113.21M
DFSTX vs NSMVX Comparison Chart in %
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DFSTX vs. NSMVX commentary
Oct 10, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSTX is a Buy and NSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. NSMVX (113M). DFSTX pays higher dividends than NSMVX: DFSTX (1.07) vs NSMVX (0.70). DFSTX was incepted earlier than NSMVX: DFSTX (34 years) vs NSMVX (12 years). NSMVX (1.34) is less costly to investors than DFSTX (0.28). NSMVX is a more actively managed with annual turnover of: 26.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than NSMVX: DFSTX (0) vs NSMVX (5000). DFSTX annual gain was more profitable for investors over the last year : 7.34 vs. NSMVX (1.10). DFSTX return over 5 years is better than : 64.02 vs. NSMVX (30.49).
| DFSTX | NSMVX | DFSTX / NSMVX | |
| Total Expense Ratio | 0.27 | 1.34 | 20% |
| Annual Report Gross Expense Ratio | 0.28 | 1.34 | 21% |
| Fund Existence | 34 years | 12 years | - |
| Gain YTD | 5.697 | -0.239 | -2,382% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 113M | 15,221% |
| Annual Yield % from dividends | 1.07 | 0.70 | 152% |
| Returns for 1 year | 7.34 | 1.10 | 665% |
| Returns for 3 years | 40.28 | 50.73 | 79% |
| Returns for 5 years | 64.02 | 30.49 | 210% |
| Returns for 10 years | 74.53 | 74.48 | 100% |
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